Yaniv Bertele’s transformation from a physics and mathematics graduate to a pioneering fintech entrepreneur exemplifies how diverse academic foundations can fuel innovation in unexpected industries. With Master’s degrees from the University of Gothenburg, Sweden, and experience as an active reserve officer in an IDF Elite Unit, Bertele brought analytical rigor and leadership discipline to every venture he touched.
His early career laid the groundwork for future success through strategic positions that bridged technology and business development. At Consumer Physics Inc., Bertele served as Vice President of Business Development, helping commercialize SCiO, the world’s first pocket-sized molecular sensor. This groundbreaking device earned prestigious recognition including the World Economic Forum Technology Pioneers Award 2015 and the United Nations Netexplo Award 2015, establishing Bertele’s reputation for identifying and scaling transformative technologies.
The venture capital world became Bertele’s next frontier when he assumed the role of Head of Corporate Venture Capital at Mekorot, Israel’s National Water Company. Managing a portfolio of 16 equity investments in water technology and cleantech startups, he demonstrated exceptional investment acumen by achieving notable exits including Bacsoft’s acquisition by Sun Corporation. This experience provided crucial insights into portfolio management, due diligence, and the delicate balance between innovation and commercial viability.
Bertele’s entrepreneurial instincts reached full expression when he co-founded an innovative insurtech company in 2018. As Chief Executive Officer, he pioneered the creation of the world’s first AI-powered marketplace for insurance-linked securities, revolutionizing how institutional investors access alternative risk assets. Under his leadership, the company achieved remarkable growth and established global operations across seven major financial centers including Tel Aviv, New York, London, Hong Kong, Seoul, Tokyo, and Dubai.
The mathematical foundation from his academic background proved invaluable in developing sophisticated algorithms for risk assessment and pricing models. Bertele’s ability to translate complex mathematical concepts into practical business applications became a hallmark of his leadership style. His team successfully created standardized, technology-driven processes that transformed traditionally relationship-based transactions into data-driven marketplaces.
Beyond operational excellence, Bertele distinguished himself as an industry thought leader, organizing major conferences and contributing to professional publications. His expertise in artificial intelligence applications, combined with deep understanding of insurance markets, positioned him at the forefront of the insurtech revolution. He successfully recruited high-profile industry veterans, including Jacques Aigrain, former CEO of Swiss Re, demonstrating his ability to attract top-tier talent and build strategic partnerships.
Today, as founder of EverOak Innovations, Bertele continues pushing boundaries in alternative investments, specifically focusing on the life settlements market. His approach combines technological innovation with rigorous governance structures, creating investment opportunities that generate returns independently of traditional market correlations. The company’s focus on longevity finance represents the next evolution of his vision to democratize access to alternative asset classes through technology.
Bertele’s philosophy emphasizes the power of optimism paired with action. He advocates for embracing failure as a learning opportunity rather than a setback, viewing challenges as temporary obstacles that can be overcome through persistent effort and strategic thinking. This mindset has enabled him to navigate complex international markets and build successful ventures across multiple continents.
His leadership style reflects lessons learned from diverse experiences, from military service to scuba diving instruction. As a certified diving instructor, Bertele draws parallels between underwater navigation and business strategy – both require calm decision-making under pressure, careful risk assessment, and the ability to adapt quickly to changing conditions.
The intersection of technology and finance continues to evolve rapidly, and Bertele remains at the cutting edge of this transformation. His track record demonstrates that successful innovation often emerges from combining deep technical expertise with practical business acumen, creating solutions that serve both institutional investors and individual policyholders.
Relevant Links: